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Technology Stocks : Internet Guru Discussion -- Ignore unavailable to you. Want to Upgrade?

To: Bretsky who wrote (2247)	7/19/1999 2:54:00 AM
From: steve harmon - analyst	Read Replies (1) \| Respond to of 4337

athm - i think its run has come for now and that until it build a substantial sub base (which i would target at a minium of 1 million subs) then i remain neutral...as you know i was a big fan of athm but prefer more raw growth in others now like hsac aol - i'm a long-range fan (long range = 3 years or more) on this one...fidelity's investment thesis differs from mine so i cannot comment other than to say if they're selling it's perhaps to lock in gains...but in my view there's not that many 'lower risk' net investments like aol around